See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,646 | $111,724+34.8% | $93,606+60.9% | $145,922+3.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 15.84% | 202.98%-187.1pp | 133.20%-117.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $885 | $3,090-71.4% | $2,420-63.4% | $4,660-81.0% |
| Participant deferral / active EE | $207 | $4,912-95.8% | $4,411-95.3% | $6,688-96.9% |
| Admin fee / account holder | $1,402 | $10,250-86.3% | $8,285-83.1% | $13,397-89.5% |